+3.7%
F vs VGT
+18.8%
-15.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +6.0% | -6.5% | +12.5% | +8.6% |
| 30D | +4.3% | -10.6% | +14.8% | +8.8% |
| 3M | -10.1% | -3.7% | -6.3% | -9.2% |
| 6M | +12.8% | +10.4% | +2.4% | +6.4% |
| YTD | -0.1% | +23.1% | -23.1% | -11.5% |
| 1Y | +3.7% | +19.9% | -16.2% | -7.5% |
| All | +3.7% | +18.8% | -15.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling